Progressing from Financial to Life Planning

1 min readOct 17, 2023

The only constant is change.

And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning.

In this episode, Matt Halloran is joined by Lindsay Troxell — speaker and founder of the value-add platform Our Coaching Initiative — to talk about the need for advisors to evolve in order to stay competitive. Her mission is to help financial advisors offer a human-first approach to wealth and health.

Matt & Lindsay discuss:

  • Why curiosity is the secret sauce for problem solving and personal growth
  • How to recognize the difference between saying you’re different and truly standing out
  • Why AI is a valuable tool and not a threat to your practice Thoughts > Emotions > Actions > Results
  • How millennials and Gen Z differ from boomers in their wants and needs
  • The impact of the impending (massive) wealth transfer
  • How to decide between doing this yourself and outsourcing it
  • Why effective communication skills are just as important for your team as your clients, and how you can give yourself a quick assessment with AI